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Global Summit Coordination Platform

From spreadsheets, calls and scattered chats to one coordinated view of every meeting.

Role
Product Designer
Duration
2 months
Team
Solo Designer
Platform
Desktop web
Status
Completed
Tools
Figma, FigJam, AI-assisted wireframing

Verified outcome

A scalable coordination system that brought principal management, liaison workflows, meetings, scheduling and alerts into one place.

Problem / Opportunity

The problem worth solving

Meeting coordination for a large international summit lived across spreadsheets, phone calls and messaging apps, leaving no shared view of principals, schedules or assignments.

The people most affected

  • Liaison Officers
  • Chief Liaison Officers
  • Organising Teams
  • Support Staff

Project snapshot

Scope and responsibility

Domain
B2B
Product type
SaaS / Web Platform
Market
International summit operations
Primary user
Liaison Officers and Chief Liaison Officers
Role
Product Designer
Status
Completed

Project context

What existed before

  • Meeting requests arrived through calls and messaging apps.
  • Schedules and assignments were tracked in spreadsheets.
  • Status changes were communicated person to person.

Information was fragmented across channels, so no one had a reliable picture of what was actually scheduled or who was responsible.

What triggered the work

A large-scale international summit where multiple principals, meetings, schedules, assignments and teams had to be coordinated at the same time.

Users & context

Understanding the users

Users

Liaison Officers, Chief Liaison Officers, Organising Teams, Support Staff

Age / context

Approximately 25–55

Environment

Large-scale international summit and event operations

Primary device

Desktop / laptop

Digital familiarity

Moderate to high

Domain

Event operations and high-level meeting coordination

Research / Evidence

What informed the direction

Direction was validated with the organising stakeholders through workflow mapping and wireframe reviews. Formal user research sessions were not part of this engagement.

Evidence is reported exactly as available; research interviews are not presented as usability testing.

User flow

How the product works

Core journey

  1. 1A meeting request is raised for a principal.
  2. 2Availability is checked against existing commitments.
  3. 3A liaison officer is assigned and confirms the request.
  4. 4The schedule updates and affected teams are alerted.
  5. 5Status is tracked through to completion and reporting.

What was simplified

  • Meeting requests
  • Schedules
  • Assignments
  • Alerts
  • Meeting statuses

The main structural decision was to make the schedule the single source of truth, with requests, assignments and alerts all resolving into it.

User experience & trust

How the experience should feel

Before

  • Uncertainty about whether a change had reached everyone
  • Pressure from high-stakes, time-critical meetings
  • Low confidence in the accuracy of shared documents

Experience goals

CalmIn controlConfident in the current stateQuick to scan

Dense but quiet information design: clear status language, visible ownership on every record, and alerts tied to the exact meeting that changed.

User behaviour

How the design supports user behaviour

  1. 1Coordinator checks the schedule for the day
  2. 2Acts on requests, conflicts and assignment gaps
  3. 3System reflects the change immediately
  4. 4Stakeholders see an accurate view and stop re-confirming by phone

The behaviour the product tries to change is the habit of verifying information over calls and chats because the shared record is not trusted.

Opportunity

How might we…

How might we give every stakeholder one trustworthy view of the meeting schedule?

How might we make availability visible before a meeting is requested?

How might we make changes traceable without extra reporting work?

Prioritisation

Prioritising features for the first release

MVP

  • Principal and assignment management
  • Meeting request and approval flow
  • Central schedule with status tracking

Next

  • Alerts and change notifications
  • Operational reporting views

Later

  • Deeper analytics
  • Cross-event templates

Design process

From discovery to delivery

  1. 1Problem framing with the organising team
  2. 2Mapping existing coordination workflows
  3. 3Information architecture for principals, meetings and assignments
  4. 4AI-assisted wireframes to validate direction quickly with stakeholders
  5. 5End-to-end flows for requests, scheduling and alerts
  6. 6High-fidelity interface design
  7. 7Developer handoff

Key decisions

The choices that shaped the product

01

One schedule, many entry points

Rather than separate tools for requests, assignments and calendars, every action resolves into a single schedule so there is one version of the truth.

02

Availability shown at the point of request

Conflicts were the most expensive failure, so availability context appears while a request is being made, not after it is submitted.

03

Status as plain language

Meeting states use operational language the teams already used, which reduced the amount of training needed during a fast-moving event.

04

AI-assisted wireframes for stakeholder alignment

Early low-fidelity direction was produced quickly so stakeholders could react to something concrete before detailed design began.

User journeys

Coordinating meetings across roles

Liaison Officer (LO) user journey: stages, actions, pain points and solutions
Chief Liaison Officer (CLO) user journey: stages, actions, pain points and solutions
Organiser Admin user journey: stages, actions, pain points and solutions

Wireframes / Exploration

Exploring the design

Liaison Officer: principal discovery and available meeting timesLiaison Officer: requesting meetings and tracking requestsChief Liaison Officer and Organiser Admin: coordination dashboards

Final solution

The final design

A scalable coordination system that brought principal management, liaison workflows, meetings, scheduling and alerts into one place.

LIAISON OFFICER (LO)

Goal: Efficiently manage meetings for assigned principals and handle scheduling requests.

Searchable principal directory with card-based profilesWeekly principal availability and liaison officer messagingMeeting request form with scheduling conflict warningsPending and accepted meeting requests with quick actions

CHIEF LIAISON OFFICER (CLO)

Chief Liaison Officer dashboard with meeting status, workload and critical alertsLiaison Officer management with capacity indicators and backup assignmentsSearchable meeting overview with statuses and assigned liaison officers

ORGANISER ADMIN

Organiser Admin principal management with country and status filters and LO and CLO assignmentsOrganiser Admin user and role management with permissions and principal assignmentsOrganiser Admin reports and exports for meetings, principal activity and liaison officer performance

Validation & Success Measures

The platform was designed and developed but paused before launch due to business priorities. Therefore, post-launch behavioural metrics were not available.

Stakeholder validation

✓ Validated

Early concepts reviewed with the client and refined based on feedback

Core workflows

✓ Delivered

LO, CLO and Organising Team workflows designed end-to-end

Design coverage

✓ Delivered

Meeting requests, scheduling, assignments, alerts and reporting covered

Expected Impact

Proposed success targets to validate after launch; these are not measured outcomes.

Reduce reliance on manual tools

Target: replace 70–80% of WhatsApp messages, calls, and spreadsheet updates with structured in-platform actions.

Improve visibility

Target: reduce the CLO’s time to assess full-team status from an estimated 15–20 minutes to under 2 minutes through a single dashboard.

STAR summary

The project in four parts

situation

The event team was coordinating high-stakes meetings between international principals and liaison officers across multiple stakeholders, making coordination difficult to track.

task

Create a centralized platform that simplified meeting coordination, assignments, scheduling and operational visibility.

action

Designed the platform end-to-end across principal management, liaison workflows, meetings, scheduling, alerts and reporting. AI-assisted wireframes were used to validate direction with stakeholders before moving into final design.

result

Created a scalable coordination system that brought important operational workflows into one place and improved visibility across principals, liaison officers, meetings and event operations.

Design impact

Before and after the redesign

Before

Requests arrived by call and chat

Intervention

A structured request and approval flow

After

Every request is recorded against a principal and a schedule

Before

Schedules lived in spreadsheets

Intervention

A central schedule as the source of truth

After

One shared view of meetings and their status

Before

Changes were communicated manually

Intervention

Alerts tied to the record that changed

After

Affected teams see the change in context

Reflection

What I learned

  • In operations products, trust in the data matters more than interface novelty — the design work was mostly about making the record believable.
  • Getting a rough structure in front of stakeholders early removed weeks of debate about scope.

Future scope

What I would validate next

  • Validate coordination time and conflict rates with real event data.
  • Templates so the platform can be reused across future summits.
  • Role-based reporting for organising leadership.

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